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  • Efficiency of Japanese corporate investment in human capital and shareholder value

    SHARE THIS Japan struggles with an aging and shrinking population and it is important for the country, both from an economic and social perspective, to improve its relatively low labour productivity by efficiently utilising its human resources.

    https://www.nikkoam.co.nz/articles/2020/efficiency-of-japanese-corporate

  • Sustainability - Australian Equity

    SHARE THIS SUSTAINABILITY | INVESTMENT MANAGEMENT Australian Equity Our Philosophy The Nikko AM Australian Equities team has a long history of investing based on fundamental research. All stocks have an intrinsic value that can be accurately assessed...

    https://www.nikkoam.co.nz/sustainability/sustainability-australian-equity

  • Global Investment Committee Outlook: Continue risk-positive

    SHARE THIS A large majority of our members agreed on a positive scenario in which the global economy mildly outperforms market consensus, while equities continue to rally.

    https://www.nikkoam.co.nz/articles/2021/global-investment-committee-outlook-continue-risk-positive

  • Palm oil investing through an ESG lens

    SHARE THIS Does investing in palm oil companies pose a controversy or present an opportunity? Here is a deep-dive analysis of the palm oil sector and the material ESG issues facing it. All in all, we believe that positive ESG changes represent a strong...

    https://www.nikkoam.co.nz/articles/2021/palm-oil-investing-through-an-esg-lens

  • Global Investment Committee’s 12-month Outlook: Continue risk-positive, especially for Japan

    SHARE THIS Out of the six scenarios presented, a solid majority of our committee agreed again on a positive scenario, in which the global economy matches the market consensus for very strong growth, while equities continue to rally.

    https://www.nikkoam.co.nz/articles/2021/global-investment-committee-outlook-2107

  • Future Quality Insights - August 2021

    SHARE THIS The Tokyo summer Olympics have been a welcome distraction over the last few weeks and well done to Japan for hosting the games so successfully in the current environment. In particular it is inspiring to see the years of preparation and...

    https://www.nikkoam.co.nz/articles/2021/future-quality-insights-2108

  • Supply – Not Demand – Is the Problem

    SHARE THIS It goes without saying that the Covid-19 Pandemic has caused – and is still causing – disruptions to people’s ability to spend and companies’ ability to produce goods and to supply services. Moreover, the Pandemic looks set to disrupt the...

    https://www.nikkoam.co.nz/articles/supply-–-not-demand-–-is-the-problem

  • Global Investment Committee’s 12-month Outlook: Continue risk-positive, especially for Japan

    SHARE THIS Out of the six scenarios presented, a narrow majority of our committee agreed again on a positive scenario in which the global economy matches the market consensus for solid growth, while equities continue to rally.

    https://www.nikkoam.co.nz/articles/2021/global-investment-committee-outlook-2110

  • Global Investment Committee’s 2022 Outlook: Continue risk-positive, especially for Japan

    SHARE THIS The global economy should match the consensus for strong growth, thanks to vaccinations, continued fiscal stimulus, acceptable global geopolitical conditions, and continued low interest rates despite increasingly hawkish central banks. Such,...

    https://www.nikkoam.co.nz/articles/2021/global-investment-committee-outlook-2112

  • 2022 Global Equity Outlook: Disruption sharpens the focus on Future Quality

    SHARE THIS The initial discovery of the Omicron variant was met with fairly sensational reporting by some of the world’s media and this fed through quickly into investor sentiment. It is probably true, however, that even if Omicron had not surfaced it...

    https://www.nikkoam.co.nz/articles/2022/global-equity-outlook-2022

  • 2022 Singapore Equity Outlook: Focusing on sustainable growth

    SHARE THIS The Singapore economy is on a road to recovery. Although the economy has already rebounded sharply in 2021, we expect the recovery theme to remain intact and continue supporting the Singapore economy in 2022. We see a broadening of growth...

    https://www.nikkoam.co.nz/articles/2022/singapore-equity-outlook-2022

  • Global Investment Committee's 2022 Outlook: Positive for risk assets

    SHARE THIS According to our Global Investment Committee, which concentrates on the intermediate term-view regarding developed markets for pension funds and other long-term investors, 2022 looks to be a challenging, but positive year for risk assets. We...

    https://www.nikkoam.co.nz/articles/2022/global-strategy-outlook-2022

  • Future Quality Insights – June 2022 - Revolutions and war: The start of an energy broadband boom

    SHARE THIS For the last two centuries energy revolutions have created extensive platforms for subsequent technologies to drive wealth creation and raise living standards across the world. And this decade heralds the start of an energy revolution...

    https://www.nikkoam.co.nz/articles/2022/future-quality-insights-2206

  • A More Uncertain Future than the Hawks Realize

    SHARE THIS Since the Pandemic first unfolded, it has generally paid to invest and act according to what the Federal Reserve Chairman said was going to happen, rather than what did in fact happen. The obvious example being last year, when the Fed told...

    https://www.nikkoam.co.nz/articles/2022/a-more-uncertain-future-than-the-hawks-realize

  • Balancing Act-Monthly insights: Multi-Asset Team-August 2022

    SHARE THIS The shift in market narratives continues to gather pace, matching the increase in volatility of the economic cycle seen since the beginning of the pandemic. Central banks are generally aiming to smooth the economic cycle, but this time they...

    https://www.nikkoam.co.nz/articles/2022/multi-asset-august-2022

  • Balancing Act-Monthly insights: Multi-Asset Team-October 2022

    SHARE THIS Central bank tightening is beginning to have an impact, but less evidently in terms of easing inflationary pressures than in causing strains on the global financial system. Policymakers are beginning to blink—first with Japan intervening to...

    https://www.nikkoam.co.nz/articles/2022/multi-asset-october-2022

  • Global Investment Committee’s Outlook

    SHARE THIS We don’t expect smooth sailing for the global economy and markets, but there should be great relief for both stocks and bonds in 2023, with pockets of strong outperformance due to idiosyncratic advantages. Notably, Europe and Developed...

    https://www.nikkoam.co.nz/articles/2022/global-investment-committee-outlook-2212

  • Future Quality Insights -January 2023- The path to clean, secure and affordable energy

    SHARE THIS Clean, secure and affordable energy is likely to be one of the major challenges of this decade. Given we need abundant energy to complete the energy transition, we believe fossil fuel companies that are actively enabling transition to low...

    https://www.nikkoam.co.nz/articles/2023/future-quality-insights-2301

  • The Federal Reserve Scared of What it Can’t See?

    SHARE THIS A regular debate between the older and younger members of the Hunt-household revolves around whether old suspenseful Black-and-White horrors are actually more scary than vivid technicolour gore modern films. We suspect that for the Federal...

    https://www.nikkoam.co.nz/articles/2023/the-federal-reserve-scared-of-what-it-can’t-see

  • Balancing Act-Monthly insights: Multi-Asset Team-February 2023

    SHARE THIS Growth prospects look to be improving—a sharp shift from late 2022 when the markets had strong conviction that a first half slowdown was to be followed by a better second half.

    https://www.nikkoam.co.nz/articles/2023/multi-asset-february-2023

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